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Sales order data into transaction saved search when Main Line is false

edited Nov 20, 2025 7:52PM in Ask A Guru 11 comments

Hello there, this is definitely an odd request, i think. We've had a restructuring of how we class Opportunity Type on Opp and Sales Order, i'm currently trying to build a report that splits out our Network and Non-Network opps, it's an SO transaction saved search, and the aforementioned is pretty simple to do in terms of formula, but i need to split out another Opp Type that isn't defined as such in Netsuite. I'm looking for a formula that will recognise that if a certain two hardware manufacturers are included in a Sales Order it will include all

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